Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ). We have compiled data on the 903 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
39,891
shares
|
$4.77 Million
0.3% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
39,751
shares
|
$4.75 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
39,485
shares
|
$4.72 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
39,476
shares
|
$4.72 Million
1.93% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
38,900
shares
|
$4.65 Million
3.65% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
38,445
shares
|
$4.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
38,095
shares
|
$4.55 Million
0.64% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
38,093
shares
|
$4.55 Million
0.66% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
37,748
shares
|
$4.51 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
37,545
shares
|
$4.49 Million
4.12% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
37,530
shares
|
$4.48 Million
0.09% of portfolio
|
Q1 2025
Added 22.24%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
37,477
shares
|
$4.48 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
36,877
shares
|
$4.41 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
36,420
shares
|
$4.35 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
36,179
shares
|
$4.32 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
36,050
shares
|
$4.31 Million
0.24% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
35,548
shares
|
$4.25 Million
0.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
34,811
shares
|
$4.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
34,695
shares
|
$4.15 Million
0.13% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$4.14 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$4.12 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
34,489
shares
|
$4.12 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
34,471
shares
|
$4.12 Million
1.84% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
34,119
shares
|
$4.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
34,036
shares
|
$4.07 Million
0.13% of portfolio
|
Q1 2025
Added 4.42%
|